PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.57M
3
+$1.04M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$937K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$580K

Top Sells

1
+$2.33M
2
+$2.22M
3
+$2.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$839K

Sector Composition

1 Financials 19.39%
2 Technology 7.35%
3 Consumer Discretionary 4.47%
4 Healthcare 3.4%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.21%
+1,524
77
$380K 0.21%
5,940
-250
78
$376K 0.2%
4,215
79
$363K 0.2%
976
-13
80
$362K 0.2%
9,387
+371
81
$351K 0.19%
3,035
+120
82
$346K 0.19%
5,748
-132
83
$324K 0.18%
1,355
-396
84
$322K 0.17%
678
+70
85
$320K 0.17%
7,345
86
$314K 0.17%
8,725
-225
87
$307K 0.17%
1,705
88
$306K 0.17%
8,447
+450
89
$293K 0.16%
3,343
-1,841
90
$290K 0.16%
3,404
+452
91
$287K 0.16%
2,429
+129
92
$286K 0.16%
+5,359
93
$265K 0.14%
5,710
+990
94
$265K 0.14%
3,425
-77
95
$264K 0.14%
2,061
-725
96
$261K 0.14%
1,062
+57
97
$257K 0.14%
2,019
+293
98
$254K 0.14%
1,172
-20
99
$249K 0.14%
1,578
+120
100
$243K 0.13%
1,826
-10
1 2 3
4
5